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《大行》交銀國際升信達生物(01801.HK)目標價至105元 上市產品銷售延續強勢
阿思達克 09-01 16:12
交銀國際發表報告指,信達生物(01801.HK)上半年產品收入按年增長37%至52億元人民幣,主要得益於現有品種持續銷售放量及多款新品種的上市;淨利潤8.3億元人民幣,按年扭虧的同時,亦較去年下半年利潤規模進一步擴大。 該行指,公司信達生物產品收入強勁增長,再次驗證公司優異的商業化管理能力和產品臨床價值。進入 下半年至明年,公司有許多研發催化劑值得期待,包括多個國際多中心關鍵臨床的推進、瑪仕度(月太)兩項重磅III期數據讀出。公司的全球化、多治療領域管線佈局正在逐步成型,長期行業龍頭地位穩固。 該行將信達生物2025至2027年收入預測上調約2%,將其目標價由85元上調至105元,維持「買入」評級,認為其上市產品銷售延續強勢,管線全球開發進入關鍵階段。
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